PGIM India Small Cap Fund vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon PGIM India Small Cap Fund - Regular Plan - Growth Option

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tortoise-icon PGIM India Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
Fund HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹31526 Cr ₹1516 Cr ₹1516 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹1000 ₹1000
Launch Date 02 Apr 2008 29 Jul 2021 29 Jul 2021
Category Small Cap Small Cap Small Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 10.02% 119% 119%
Expense Ratio 1.58 2.07 2.07
Manager Dhruv Muchhal Puneet Pal Puneet Pal
ISIN Code INF179KA1RZ8 INF663L01W30 INF663L01W30
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 0.5%, if redeemed within 90 days./365 Exit load of 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
1 Month 2.23% 4.63% 4.63%
6 Month 16.9% 19.71% 19.71%
1 Year 37.8% 37.62% 37.62%
3 Year 27.36% 17.91% 17.91%
5 Year 30.29% - -

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
6 Month - - -
1 Year 15.03% 12.26% 12.26%
3 Year 52.08% 27.15% 27.15%
5 Year 122.38% 27.15% 27.15%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
1 Year 33.72% 13.84% 13.84%
3 Year 90.05% 34.11% 34.11%
5 Year 129.98% 34.11% 34.11%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 15.17% 17.88% 17.88%
Sharp 1.2% 0.6% 0.6%
Beta 0.8% 0.8% 0.8%
Alpha 4% -5.4% -5.4%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Puneet Pal Puneet Pal
Total AUM ₹520687 Cr ₹20950 Cr ₹20950 Cr
Fund Manage 40 19 19
HDFC Small Cap Fund - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

PGIM India Small Cap Fund - Regular Plan - Growth Option

PGIM India Small Cap Fund - Regular Plan - Growth Option

Others 7.71 2.49 2.49
Small Cap 79.7 82.11 82.11
Large Cap 4.04 - -
Mid Cap 8.55 15.4 15.4

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

PGIM India Small Cap Fund - Regular Plan - Growth Option

PGIM India Small Cap Fund - Regular Plan - Growth Option

Others 7.63 0.71 0.71
Auto Components 7.79 - -
Transport Services 7.53 - -
Banks 8.31 - -
Entertainment 2.26 - -
Finance 1.41 - -
Consumer Durables 5.69 - -
Healthcare Services 6.12 - -
Fertilizers & Agrochemicals 2.88 - -
Ferrous Metals 2.79 - -
Power 0.49 - -
Chemicals & Petrochemicals 1.61 - -
Commercial Services & Supplies 8.7 - -
Industrial Products 5.9 - -
Leisure Services 1.61 - -
IT - Services 0.66 - -
Beverages 0.88 - -
Construction 8.01 4.17 4.17
Media 0.62 - -
Agricultural, Commercial & Construction Vehicles 0.31 - -
IT - Software 4.02 - -
Pharmaceuticals & Biotechnology 3.45 - -
Electrical Equipment 3.38 - -
Retailing 2.28 - -
Transport Infrastructure 0.64 - -
Industrial Manufacturing 0.29 - -
Personal Products 1.53 - -
Other Utilities 0.76 - -
Capital Markets 0.65 - -
Textiles & Apparels 1.8 - -
Financial - 20.26 20.26
Consumer Staples - 9.8 9.8
Metals & Mining - 4.79 4.79
Healthcare - 12.35 12.35
Services - 14.07 14.07
Technology - 6.37 6.37
Automobile - 2.06 2.06
Materials - 3.19 3.19
Chemicals - 5.86 5.86
Capital Goods - 10.52 10.52
Consumer Discretionary - 5.2 5.2
Textiles - 0.65 0.65

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